Workflows

Automate notifications, actions, and integrations with trigger-based workflows.

• Creating a workflowBuild an automation that fires when your data meets certain conditions.
• Trigger types referenceEvery trigger explained - data thresholds, new rows, insights, action events, deadlines, syncs, and manual.
• Action steps referenceEvery action step explained - email, Slack, Teams, Discord, create action, webhook, notification, delay.
• Using conditions in workflowsAdd if/then logic so your workflow takes different paths based on data values.
• Digest mode and rate limitingBatch workflow triggers into a single message instead of flooding your channels.
• Monitoring workflow executionsView run history, check step-by-step results, and troubleshoot failed runs.